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There was still a distribution from one of your retirement accounts, even though it was rolled over to another account. The financial institution must generate a 1099-R and send a copy to you and the IRS. If it was rolled over to a similar type of retirement account, the distribution should be nontaxable.
Since it was a rollover, there should be a code G in box 7 of your 1099-R. Go ahead and enter the information into TurboTax using these steps:
There was still a distribution from one of your retirement accounts, even though it was rolled over to another account. The financial institution must generate a 1099-R and send a copy to you and the IRS. If it was rolled over to a similar type of retirement account, the distribution should be nontaxable.
Since it was a rollover, there should be a code G in box 7 of your 1099-R. Go ahead and enter the information into TurboTax using these steps:
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